5 excuses for not seeking financial advice, and why they’re wrong
Millions of people are missing out on financial advice that could help them reach their goals because of misconceptions, research finds. Speaking to a financial planner can help you organise your finances, understand the impact…
Is £26,000 the secret to a happy retirement?
How much do you need to live the retirement lifestyle you want? It’s a question that’s on the mind of many people as they near their retirement date. Now research suggests that couples need an…
We’re a finalist in the Exeter Living Awards
We’re thrilled to have been named a finalist in the Exeter Living Awards. The awards highlight the range of businesses in the city and are a prestigious accolade to hold, with a huge number of…
How FOMO investing could mean you make financial mistakes
Does FOMO – the fear of missing out – affect your investment decisions? It can lead to you making investment decisions that aren’t right for you and potentially mean you take more risk than is…
What you need to know if you’re a Power of Attorney
Taking on the responsibility of becoming a Power of Attorney can be daunting. If you’ve been named a Power of Attorney, whether you’re acting on someone’s behalf now or could do so in the future,…
Scam awareness month: What you need to know to spot a pension scam
Have you ever been targeted by a scam? Fraudsters are becoming more sophisticated, and their scams can be hard to spot. This Scam Awareness Month, learning how to protect your pension could safeguard your retirement…